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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
[
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Fidelity Freedom 2035 Fund Class K
FSNUX
B
U.S. All Cap
12
0%
Fidelity Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
Fidelity Freedom 2055 Fund Class K
FNSDX
B
U.S. All Cap
13
0%
Fidelity Freedom 2050 Fund Class K
FNSBX
B
U.S. All Cap
13
0%
Fidelity Freedom 2060 Fund Class K
FNSFX
B
U.S. All Cap
13
0%
Fidelity Freedom 2045 Fund Class K
FSNZX
B
U.S. All Cap
13
0%
Fidelity Freedom 2040 Fund Class K
FSNVX
B
U.S. All Cap
13
0%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
JPMorgan U.S. Small Company Fund Class R6
JUSMX
C+
U.S. Small Cap
24
0.75%
Fidelity Freedom 2005 Fund Class K
FSNJX
B
U.S. All Cap
4
0%
Fidelity Freedom 2010 Fund Class K
FSNKX
B
U.S. All Cap
5
0%
Fidelity Freedom 2015 Fund Class K
FSNLX
B
U.S. All Cap
7
0%
Fidelity Freedom 2020 Fund Class K
FSNOX
B
U.S. All Cap
8
0%
Fidelity Freedom 2025 Fund Class K
FSNPX
C
U.S. All Cap
9
0%
Fidelity Freedom 2030 Fund Class K
FSNQX
B
U.S. All Cap
10
0%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund Class K
FCAKX
A--
U.S. All Cap - Growth
18
0.63%
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
Baron Small Cap Fund Institutional Class
BSFIX
B--
U.S. Small Cap - Growth
20
1.05%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
15
0.68%
RidgeWorth Ceredex Mid-Cap Value Equity Fund IS Shares
SMVZX
A++
U.S. Large Cap - Value
16
0%
Fidelity Dividend Growth Fund Class K
FDGKX
C++
U.S. Large Cap - Value
17
0.47%
T. Rowe Price Equity Income Fund I Class
REIPX
C++
U.S. All Cap - Value
17
0%
Fidelity Mid-Cap Stock Fund Class K
FKMCX
C++
U.S. Mid Cap - Value
18
0.65%
Global & Intl. Equity
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Fidelity International Discovery Fund Class K
FIDKX
A-
International Large Cap - Growth
15
0.83%
Fidelity Freedom Income Class K
FNSHX
B
Emerging Markets
4
0%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Other
Fidelity Government Money Market Fund
SPAXX
Other
0
0%
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